Job Description

 

THE JOB / Relationship Management Associate

Are you a proactive self-starter with a positive attitude who is eager to join a tight knit team? We are looking for a dedicated, detail-oriented, and hard-working Relationship Management Associate to join OFS Wealth in McLean, VA. If you are looking for a position in financial services, consider this opportunity to join us.

The Relationship Management Associate will support senior staff and financial advisors in the implementation and management of client’s investment plans. This back office position offers the opportunity to assist in the management of the day-to-day operations of a Registered Investment Advisor (RIA) firm.

THE WORK YOU’LL DO

• Manage new and existing account administration, maintenance and transfers
• Process investment contributions, withdrawals, bond interest sweeps and other miscellaneous service requests
• Communicate with network partners, Fidelity and Envestnet, on various account issues and share solutions with senior staff
• Run investment proposals and prepare client meeting documents, statements, financial plans and quarterly updates
• Review client information for accuracy and update Fidelity and financial planning software as necessary
• Acts as liaison between advisors and senior staff
• Attend investment committee meetings and implement changes determined from client reviews
• Provide general administrative support for the OFS team of financial advisors
• Maintain high level contacts of complex and confidential nature both inside and outside company
• Other duties as assigned

THE BIGGER TEAM YOU’LL JOIN

Where others see complexity, we see possibility.

For more than 30 years, OFS Wealth has helped our clients manage their wealth—from the signing of their first contract, through retirement and beyond. As an independent wealth management family office we pride ourselves on helping clients understand their finances so they can enjoy the lifestyle they have worked so hard to earn.

To find out more about OFS, go to www.ofswealth.com.

WHO WE’RE LOOKING FOR

• Bachelor’s degree required; Finance, Accounting or Business degree preferred
• 1 -2 years of experience in account administration and/or operations
• Ability to prioritize workload, juggle tasks and follow projects through completion
• Excellent organizational skills, accuracy, attention to detail and ability to work independently
• Strong computer skills – Proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
• Excellent oral and written communication skills

Octagon is proud to be an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.